2027 Internships

Summer Sales Internship 2027 – Institutional Sales & SAVE Business Development

About the program

Pacer Financial is hiring motivated, detail-oriented summer interns for two roles on our sales and distribution teams. Each intern works directly with sales leadership on real projects that support the company’s growth. Candidates may apply for one or both roles.

Role 1: Institutional Sales Intern

You’ll work alongside the Director of Institutional Sales to help develop and grow the department. You’ll find new opportunities, keep Pacer’s CRM organized, research prospects and competing strategies, and support the sale of Pacer ETFs and other strategies. Our institutional channels include endowments, foundations, defined benefit plans and defined contribution plans.

Responsibilities

• Use internal data to find opportunities across institutional channels.
• Find Requests for Proposal (RFPs) and help answer them for prospective clients.
• Organize opportunities in Pacer’s CRM by geography, index and account type.
• Prepare comparisons between Pacer ETFs and competing products.
• Learn how ETFs work and what sets Pacer apart in the industry.

Role 2: SAVE Sales & Business Development Intern

You’ll work with the SAVE sales team and leadership to find new business opportunities, analyze prospective advisory firms, help with marketing, and support the continued growth of the SAVE program. You’ll get real-world experience in asset management, financial technology and the registered investment advisor (RIA) industry.

Responsibilities

• Financial advisor research: Research RIAs, broker-dealers and wealth management firms to find potential advisor relationships.
• Business development: Build prospect lists, identify decision-makers and help develop targeted outreach.
• Financial analysis: Analyze advisory firms’ assets under management (AUM), client households and potential for SAVE adoption.
• Market research: Research industry trends, interest rates, money market funds and competing products to support sales positioning.
• CRM management: Maintain Salesforce records, organize prospect information and track advisor engagement and sales activity.
• Sales and marketing support: Help develop presentations, case studies, email campaigns and educational materials for advisors.
• Advisor onboarding: Track advisor registrations, required documentation and account setup.
• Corporate business development: Research businesses, nonprofits, foundations and other organizations that could be SAVE clients.
• Conferences and events: Help with advisor conferences, webinars and networking events, including researching attendees and following up afterward.
• Reporting and special projects: Prepare sales activity reports and help leadership with strategic projects that support SAVE’s growth.

Qualifications (both roles)

• Self-motivated, organized and comfortable working on a team.
• Strong verbal and written communication skills.
• Committed to responsive, high-quality service to clients and prospects.
• Interest in financial services, asset management or sales. Experience with Excel or Salesforce is a plus.
• [Current undergraduate student / class year / majors, if applicable]

What you’ll gain

• Practical experience in financial services distribution, sales strategy, market analysis and relationship management.
• Exposure to how financial products are introduced, evaluated and adopted by institutions, financial advisors and wealth management firms.
• Mentorship from experienced professionals in the asset management industry.

Program dates: June – Aug. 2027